LS
Lovelish SolankiFund Manager Since 9 Oct 2019
AllocationDynamic Asset Allocation
Aditya Birla Sun Life Balanced Advantage Fund Growth
3Y Annualised
12.93%
-0.47% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.72%
-0.47% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 8 months
NIFTY 50
5 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹8370.71 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.0025%
For redemption/switch out of units on or before 7 days from the date of allotment: 0.25% of applicable NAV.For redemption/switch out of units after 7 days from the date of allotment: Nil
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl
6.08%
2nd
Motilal Oswal Balance Advantage Fund Direct Plan Annual Payout of Income Distribution cum cptl wdrl
6.08%
3rd
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
6.08%
4th
Motilal Oswal Balance Advantage Fund Regular Plan Annual Reinvestment of Income Dis cum cptl wdrl
5.97%
5th
Motilal Oswal Balance Advantage Fund Regular Plan Annual Payout of Income Distribution cum cptl wdrl
5.97%
122nd
Aditya Birla Sun Life Balanced Advantage Fund Growth
2.72%
Fund Managers
MS
Mohit SharmaFund Manager Since 1 Apr 2017
VG
Vishal GajwaniFund Manager Since 1 Apr 2022
About Aditya Birla Sun Life Balanced Advantage Fund Growth
Aditya Birla Sun Life Balanced Advantage Fund Growth is a Allocation mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 25 years, having been launched on 2000-04-25. Aditya Birla Sun Life Balanced Advantage Fund Growth has ₹8370.71 Cr worth of assets under management (AUM) as of Sun Nov 02 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Balanced Advantage Fund Growth as of Fri Oct 31 2025 is ₹108.53. The fund has an expense ratio of 1.77%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Balanced Advantage Fund Growth returns for the last 1 year are 7.90%. Since launch, it has delivered % average annual returns.
The Aditya Birla Sun Life Balanced Advantage Fund Growth has the majority of its money invested in Financial Services, Energy, Technology, null sectors.
Top 5 Holdings of Aditya Birla Sun Life Balanced Advantage Fund Growth.
- ICICI Bank Ltd: 4.36%
- HDFC Bank Ltd: 3.56%
- Reliance Industries Ltd: 2.74%
- Kotak Mahindra Bank Ltd: 2.73%
- Infosys Ltd: 2.60%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2000-04-25 |
| abslamc.cs@adityabirlacapital.com | |
| Phone | +91 22 4356 8008/ 8000 |
| Website | https://mutualfund.adityabirlacapital.com/ |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mills, Senapati Bapat Marg, Elphinstone Road,Mumbai - 400013 |
Tax Implications of Aditya Birla Sun Life Balanced Advantage Fund Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
AllocationEquity Savings
3Y CAGR
9.73%
expense ratio
0.54%
fund size
₹911.51 Cr
Aditya Birla Sun Life Consumption Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
15.64%
expense ratio
0.77%
fund size
₹6362.98 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
10.32%
expense ratio
0.93%
fund size
₹1539.01 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
15.77%
expense ratio
0.97%
fund size
₹15174.87 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.57%
fund size
₹2734.09 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
FAQs
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